Rooted Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Rooted Wealth Advisors’s Portfolio EMB Stock Details EMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,136	Closed	-$206K	–	153
2026 Q1	$206K	Sell	2,136 -198	-8%	-$19K	0.05%	142
2025 Q4	$225K	Buy	2,334 +4	+0.2%	+$384	0.06%	129
2025 Q3	$222K	Sell	2,330 -3	-0.1%	-$281	0.07%	118
2025 Q2	$214K	Sell	2,333 -457	-16%	-$41.1K	0.07%	104
2025 Q1	$247K	Sell	2,790 -556	-17%	-$50.3K	0.11%	82
2024 Q4	$298K	Sell	3,346 -638	-16%	-$58.2K	0.12%	78
2024 Q3	$367K	Sell	3,984 -26,131	-87%	-$2.38M	0.16%	65
2024 Q2	$2.69M	Sell	30,115 -7,416	-20%	-$657K	1.19%	20
2024 Q1	$3.34M	Sell	37,531 -5,284	-12%	-$465K	1.65%	16
2023 Q4	$3.75M	Buy	42,815 +2,767	+7%	+$233K	1.96%	15
2023 Q3	$3.37M	Buy	40,048 +7,631	+24%	+$651K	2.08%	14
2023 Q2	$2.79M	Buy	+32,417	New	+$2.77M	1.88%	18

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Rooted Wealth Advisors's EMB Position: Q2 2026 in Review

Rooted Wealth Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2026, closing a stake of 2,136 shares — an estimated $206K sold.

Rooted Wealth Advisors first reported a position in EMB in Q2 2023 and held it in 12 quarters. The position peaked at $3.75M in Q4 2023. 829 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Rooted Wealth Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2026 after selling out during the quarter.
Rooted Wealth Advisors sold 2,136 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $206K.
Rooted Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2023 and held it in 12 quarters.
Rooted Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.75M in Q4 2023.
829 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.